Available for the following HR Classic subscription plans: Premium, Platinum
Available for the following users: Manager, Admin
If there is data you would like to view in Employment Hero that is not part of one of our pre-built reports, you can instruct Hero AI to create a report from data within your Employment Hero account.
Hero AI allows you to describe what you want to know in plain language, and will build a report based on your query. Hero AI will show you exactly which modules and fields to use, with the option to open the report builder with each field already pre-selected. You can access it by clicking Build with AI on the custom reports page, or through Hero AI anywhere in the app.
This article explains how to:
- Build your custom report with Hero AI
- Access your custom report through the Reports section
- Further information
Build your custom report with Hero AI
Ask Hero AI your question, and it will pull the data from your Employment Hero account and help you create a report.
- Log in to Employment Hero.
- From the Employment Hero dashboard, click on Hero AI.
- In plain language, ask Hero AI to create you a report on your chosen topic.
- Hero AI will show the fields that it will compare, and then click on Open in Report Builder.
- This will open the report builder. Add the following details:
- Report name
- Add a description (optional)
- Report group
- Visibility - select Private, Some, or Public.
- Click on Next.
- In Next let’s select what data you’d like to include in your report, Hero AI will have already selected the relevant data fields for your report. You can select or deselect any fields by clicking on them.
- Click on Next.
- In Finally, what type of additional data visualisations would you like to include? select between a table, a column chart or a donut chart.
Click on Create.
Access your custom report through the Reports section
- Log in to Employment Hero.
- From the Employment Hero dashboard, click on Reports on the left-hand side navigation menu item.
- Click on Build with AI.
- In plain language, ask Hero AI to create you a report on your chosen topic on the slide out on the right-hand side of the screen.
- Hero AI will show the fields that it will compare, and then click on Open in Report Builder.
- This will open the report builder. Add the following details:
- Report name
- Add a description (optional)
- Report group
- Visibility - select Private, Some, or Public.
- Click on Next.
- In Next let’s select what data you’d like to include in your report, Hero AI will have already selected the relevant data fields for your report. You can select or deselect any fields by clicking on them.
- Click on Next.
- In Finally, what type of additional data visualisations would you like to include? select between a table, a column chart or a donut chart.
Click on Create.
Further information
Here are some examples of queries you could ask Hero AI to create you a report for:
- Compare an employee's salary and tenure
- Compare salaries per cost centre/work group/work site/position
- Find absenteeism trends
- Assess HR risk and records.
If you are looking for further ideas, try our community
Hero Connect is currently only available for HR-only and HR+Payroll customers. Hero Connect is not yet available for Payroll-only customers.